SCHWAB STRATEGIC TR's ticker is FNDC and the CUSIP is 808524748. A total of 172 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,124 | -8.3% | 595 | -5.3% | 0.00% | – |
| Q2 2023 | $20,844 | +706.7% | 628 | +705.1% | 0.00% | – |
| Q1 2023 | $2,584 | +6.0% | 78 | 0.0% | 0.00% | – |
| Q4 2022 | $2,438 | +21.9% | 78 | -1.3% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 79 | +1.3% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 78 | -11.4% | 0.00% | – |
| Q1 2022 | $3,000 | -50.0% | 88 | -43.2% | 0.00% | – |
| Q4 2021 | $6,000 | +100.0% | 155 | +98.7% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | +50.0% | 78 | +18.2% | 0.00% | – |
| Q4 2020 | $2,000 | +100.0% | 66 | +50.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 44 | -2.2% | 0.00% | – |
| Q1 2020 | $1,000 | -90.0% | 45 | -85.4% | 0.00% | – |
| Q4 2019 | $10,000 | +11.1% | 309 | 0.0% | 0.00% | – |
| Q3 2019 | $9,000 | +800.0% | 309 | +586.7% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | -66.7% | 45 | -60.9% | 0.00% | – |
| Q4 2018 | $3,000 | +50.0% | 115 | +155.6% | 0.00% | – |
| Q3 2018 | $2,000 | 0.0% | 45 | +2.3% | 0.00% | – |
| Q2 2018 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – |
| Q1 2018 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – |
| Q4 2017 | $2,000 | 0.0% | 44 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | -97.6% | 44 | -98.5% | 0.00% | – |
| Q4 2016 | $85,000 | -3.4% | 3,000 | 0.0% | 0.00% | – |
| Q3 2016 | $88,000 | +8.6% | 3,000 | 0.0% | 0.00% | – |
| Q2 2016 | $81,000 | +1.2% | 3,000 | 0.0% | 0.00% | – |
| Q1 2016 | $80,000 | 0.0% | 3,000 | 0.0% | 0.00% | – |
| Q4 2015 | $80,000 | +3.9% | 3,000 | 0.0% | 0.00% | – |
| Q3 2015 | $77,000 | -8.3% | 3,000 | 0.0% | 0.00% | – |
| Q2 2015 | $84,000 | +2.4% | 3,000 | 0.0% | 0.00% | – |
| Q1 2015 | $82,000 | +6.5% | 3,000 | 0.0% | 0.00% | – |
| Q4 2014 | $77,000 | – | 3,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Resource Planning Group | 187,346 | $6,206,769 | 5.04% |
| Prairiewood Capital, LLC | 174,862 | $5,793,171 | 3.93% |
| RF&L WEALTH MANAGEMENT, LLC | 90,637 | $3,002,804 | 2.91% |
| Charles Schwab Investment Advisory, Inc. | 54,409,781 | $1,802,596,042 | 2.87% |
| Wade Financial Advisory, Inc | 170,871 | $5,660,970 | 2.38% |
| COLLECTIVE FAMILY OFFICE LLC | 160,916 | $5,331,147 | 2.20% |
| Shilanski & Associates, Inc. | 138,115 | $4,549,503 | 2.04% |
| Shore Point Advisors, LLC | 65,182 | $2,159,483 | 1.64% |
| Opes Wealth Management LLC | 130,663 | $4,328,890 | 1.40% |
| Sterling Financial Planning, Inc. | 77,306 | $2,561,140 | 1.39% |